Barrett & Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $86.7K | Hold |
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2025
Q2 | $85.3K | Hold |
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2025
Q1 | $84.6K | Hold |
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|
2024
Q4 | $83.1K | Hold |
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|
2024
Q3 | $87.9K | Buy |
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|
2024
Q2 | $70.2K | Hold |
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|
2024
Q1 | $71.4K | Hold |
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|
2023
Q4 | $72.5K | Sell |
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|
2023
Q3 | $71.7K | Hold |
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|
2023
Q2 | $76K | Hold |
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|
2023
Q1 | $77K | Hold |
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|
2022
Q4 | $74.1K | Hold |
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|
2022
Q3 | $74.1K | Buy |
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